Gifts of Securities

If you are planning to make a gift of securities, notify Gift and Records Services at 773.702.1021 or via e-mail at securitiesgifts@uchicago.edu.

Stock transfers via DTC

To transfer securities to the University electronically, i.e., via Depository Trust Company (DTC), provide the DTC transfer instructions to your broker. The securities will be transferred directly into the University's gift account at its custodian bank. In order for the University to properly credit the gift, it is important that you or your broker notify Gift and Records Services of the gift and its intended purpose, and that the broker reference your name in the DTC transfer instructions as follows:

The Northern Trust Company/Chicago
DTC: #2669
Agent bank: #20290
For further credit to: The University of Chicago
Account number: 26-80803
Donor's name, address, name of security, number of shares, fund name/purpose

Give Via a Donor-Advised Fund

Make a grant recommendation to Chicago Booth. Gifts from donor advised fund may not be used to satisfy a personal obligation (i.e. a pledge). Please ensure that your intentions meet any guidelines or requirements as suggested by your fund managers.

Chicago Booth Federal Tax ID

Chicago Booth shares the same Tax Identification Number with the University of Chicago. It is 36-2177139.

Planned Giving

Enhance the value of your estate and support Chicago Booth with a planned gift. Such gifts can help increase your current income, diversify your holdings, reduce taxes, and avoid probate costs. For more information on planned giving, please contact Cathy Fuller at 773.834-2617 or catheryn.fuller@chicagobooth.edu.

International Giving

With a campus in Chicago, London, Singapore, and Hong Kong, there are over 55,000 Booth alumni and students across the world. If you are a tax-paying resident of a country outside the U.S. you may still qualify for tax-efficient giving to Chicago Booth. Learn more at http://give.uchicago.edu/internationalgiving.